Leaving a Legacy: why everyone needs an estate plan
Everence financial planner Jamie Detweiler recalls his first kitchen table conversation with a couple who wanted to plan for the inevitable. The husband asked for help reviewing and organizing financial documents and ensuring his wife would have a comfortable income when he was gone. A trust and estate specialist, Detweiler spent the next five years […]
Trust Planning in Unprecedented Times
The cloud of uncertainty hanging over the state of our current and future health, politics, economy and tax legislature makes flexible trust planning more important now than ever. Modern trusts can be drafted, and existing trusts can be modified, to provide flexibility allowing a family the ability to navigate an unknown future and preserve family […]
Why You Should Use a Wealth Management Service
Since you’re reading this, my guess is that you’re at least a bit concerned about your financial future. That’s good. If you’re a reasonable adult, you’ve likely grasped that planning for that is a must, particularly in this era of uncertainty. After all, money worries and the stress they produce is one of the biggest […]
How to Ensure You Have a Successful New Year
It’s January, the beginning of a year of goals, dreams, changes, updates, and resolutions. There’s actually a designated day in January named National “Ditch New Year’s Resolution Day.” The truth is, that means that less than one in 24 New Year’s resolutions, or rather less than 4% of New Year’s resolutions we make are ever […]
Why (and How) to Talk to Your Parents About Estate Planning
If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s a lesson to be learned from […]
Tax Planning Tips To Minimize Your 3.8% Medicare Surtax
Every year, it seems like I talk to more people who are getting an additional tax bill thanks in part to the 3.8% Medicare surtax. They often call me after the fact, looking for ways to minimize the sting of this additional tax which they often weren’t even aware of. Proactive tax planning can help […]
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